Associate Trust Officer

The Toronto-Dominion Bank (Canada); London; Sur place; CAD 60 000 - 84 000; Plein temps

Avantages offerts par ce poste

Base salary

Variable compensation

Health benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Rewards and recognition programs

Résumé du poste

TD Wealth Private Wealth Management in London, Ontario, is seeking an Associate Trust Officer to combine legal, estate, or trust experience with the TD Wealth depth. You will manage a select portfolio, engage with high-net-worth clients and families, and develop expertise in estate and trust administration.

With 2+ years in trust or related fields, you’ll work with senior Trust professionals, attend client meetings, and grow toward a Trust Officer role within a supportive, client-focused TD

Qualifications

• Undergraduate degree or college diploma preferred.
• 2+ years of relevant experience in Private Trust or estate work.
• CETA completed or in progress is a strong asset.
• TEP completion or interest is an asset.
• Strong client and relationship-management skills.

Responsabilités

• Administer a select portfolio of estate, trust, and agency accounts.
• Build trusted relationships with clients, families, beneficiaries, and co-trustees.
• Work alongside experienced Trust professionals on complex matters.
• Participate in client meetings and develop practical expertise in trust and estate solutions.
• Anticipate client needs and connect with broader TD Wealth expertise.
• Deliver a high-quality, personalized client experience.
• Support retention and growth of Private Trust relationships.
• Identify and escalate complex or higher-risk matters.
• Maintain strong operational, regulatory, and risk-management practices.

Connaissances

Strong client relationships

Interpersonal skills

Attention to detail

Formation

Undergraduate degree or College diploma

Certificate in Estate and Trust Administration (CETA)

Trust and Estate Practitioner (TEP)

Description du poste

Work Location: London, Ontario, Canada. Hours: 37.5. Line of Business: TD Wealth.

Pay Details: $59,500 - $84,000 CAD.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

TD Wealth Private Wealth Management works with high-net-worth individuals and families to help them protect, manage, and transition their wealth across generations. Within Private Trust, our professionals become trusted partners to clients during some of the most important and complex moments in their lives. As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth. You’ll work alongside experienced Trust professionals, manage your own select portfolio, participate in client conversations, and build expertise in estate and trust administration. For someone coming from a paralegal, law clerk, estate administration, or Private Trust background, this role offers an opportunity to take that experience further, develop direct relationships with high-net-worth clients and families, and build toward a future Trust Officer position.

What You’ll Do

• Administer a select portfolio of estate, trust, and agency accounts.
• Build trusted relationships with clients, families, beneficiaries, and co-trustees.
• Work alongside experienced Trust professionals on increasingly complex client matters.
• Participate in client meetings and develop practical expertise in trust and estate solutions.
• Anticipate client needs and connect clients with broader TD Wealth expertise where appropriate.
• Deliver a consistently high-quality, personalized client experience.
• Support the retention and growth of Private Trust relationships.
• Identify and appropriately escalate complex or higher-risk matters.
• Maintain strong operational, regulatory, and risk-management practices.

What You Bring

• Undergraduate degree or College diploma preferred
• 2+ years of relevant experience, which may included: Private Trust, estate administration, paralegal, law clerk, or similar experience.
• Certificate in Estate and Trust Administration (CETA) - Completed or pursuing considered strong asset, but not required.
• Trust and Estate Practitioner (TEP) - completion, pursuing, or interest in pursuing considered an asset.
• Strong client and relationship-management skills.
• An interest in developing deeper expertise in trusts, estates, and intergenerational wealth planning.

The workplace model is 5 days in the office.

Who We Are

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

• base salary
• variable compensation
• health and well‑being benefits
• savings and retirement programs
• paid time off
• banking benefits and discounts
• career development
• reward and recognition programs

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Accommodations are available and your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec)

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

TD Ready Commitment

TD has a long‑standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi‑year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific

We look forward to hearing from you!